If date falls within a date range in a list, then apply the end date of the date from the list
I have the following:
• Module with a column for Lease Ending Date - My particular date I'm using for this example is 7/14/19
• List built that houses bi-weekly ending dates the Lease Ending Date can fall into (Goes from 2/3/19 to 2/17/19 to 3/3/19, etc.) - The date range the Lease Ending Date falls into is 7/8/19 - 7/21/19. (Image of List attached)
In a new column, I want a formula that will look at the Lease Ending Date, determine which date range the Lease Ending Date falls into within the list and apply the end date, 7/21/19 in this case, as the result
Can someone please help me build out a formula for this?
The easiest way I've accomplished tasks like this it to create a child list (to your Bi-Weekly End Dates) and list out the children dates that should be included... then to a lookup to fetch the parent.
List 1 item : 3/3/19
Child list 2 items as children of 3/3/19
Do the FINDITEM on list 2, then lookup the parent using the FINDITEM result.
Try this solution,
Step 1: Add Start Date and End date of the week as shown below
Lease Date Mod with Country Dimension and line item - Lease Date and Biweekly Date
Step 2: Create a module with Country, Biweekly Date List as dimensions and line item - Date.
Line item, Date is Biweekly List Format and Summary is first non blank and apply the logic as shown.
Logic: IF Lease Date Mod.Lease Date >= Biweekly End Date.Week Start Date AND Lease Date Mod.Lease Date <= Biweekly End Date.Week End Date THEN ITEM(Biweekly End Date) ELSE BLANK
Step 3: Refer this Date line item in Lease Date module
What you are faced with here is a mapping problem - how can Anaplan map the 'Lease ending date,' to the 'Bi-weekly ending dates.'
Mappings can be established either within list properties or a module. However, as the mapping is from a one to many we can not use list properties as we will not be able to add a range of dates to each 'Bi-weekly ending date,' in a list property.
Therefore, I would recommend building a new module dimensioned by the Anaplan 'Time' dimension and containing one line item which has been formatted as the list, 'Bi-weekly ending date,' and name this line item as per the list name, 'Bi-weekly ending date.'
Then for each date in the time dimension allocate it a, 'Bi-weekly ending date,' list item.
I would recommend that you build this in excel and import via a csv as this may be time consuming.
Now you are ready to build the formula which will reference the mapping module and pull the relevant Bi-weekly ending date. As long as your target module contains a time dimension all you need to do is reference the 'Bi-weekly ending date,' in the source ( the mapping module ) to pull through the relevant bi-weekly ending date.
Even if you add additional dimensions to your target this should no impact on how the b-weekly ending date pulls through to your target. Just ensure that the line item in your target is formatted to DATE.
Hope this helps,